Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
68.1KNew |
$1.67M - $1.9M
|
68.1K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
17.7K+ 2.67% |
$434K - $494K
|
681K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100K+ 17.08% |
$2.45M - $2.79M
|
688K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.08K- 13.31% |
$50.9K - $57.8K
|
13.5K
$343K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.1K+ 2.32% |
$174K - $197K
|
313K
$7.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 10.77% |
$193K - $220K
|
81.3K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4K- 4.83% |
$97.7K - $111K
|
78.7K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.5K+ 14.62% |
$576K - $655K
|
185K
$4.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$24.5 - $27.8
|
127
$3.22K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 34.63% |
$31.4M - $35.7M
|
2.42M
$61.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 4.06% |
$843K - $959K
|
884K
$22.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 4.38% |
$89.2K - $101K
|
87K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 4.36% |
$265K - $301K
|
259K
$6.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-272K- 10.03% |
$6.65M - $7.56M
|
2.44M
$61.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.1K+ 13.21% |
$516K - $587K
|
181K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 9.98% |
$26K - $29.5K
|
11.7K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 19.1% |
$1.57K - $1.78K
|
399
$10.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$82.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
41.9K+ 222.47% |
$1.03M - $1.17M
|
60.7K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 6.1% |
$1.59M - $1.81M
|
1.13M
$28.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.89% |
$424K - $482K
|
114K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.54K+ 71.32% |
$209K - $237K
|
20.5K
$519K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
19.3K+ 9.07% |
$473K - $538K
|
233K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
115KNew |
$2.82M - $3.2M
|
115K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58- 0.35% |
$1.42K - $1.61K
|
16.6K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
86+ 0.91% |
$2.1K - $2.39K
|
9.52K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 13.81% |
$82.2K - $93.5K
|
27.7K
$702K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
80+ 0.14% |
$1.96K - $2.23K
|
57.3K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
968+ 31.11% |
$23.7K - $26.9K
|
4.08K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
44.8KNew |
$1.1M - $1.25M
|
44.8K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.49K- 18.07% |
$208K - $236K
|
38.5K
$975K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42KNew |
$1.03M - $1.17M
|
42K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.03K- 2.24% |
$49.7K - $56.5K
|
88.8K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.2K+ 7.9% |
$250K - $284K
|
139K
$3.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.53K- 13.71% |
$61.8K - $70.2K
|
15.9K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-851- 1.31% |
$20.8K - $23.7K
|
64.2K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299New |
$7.31K - $8.32K
|
299
$7.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 10.69% |
$43.2K - $49.2K
|
18.3K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 0.09% |
$881 - $1K
|
39.4K
$997K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
882+ 1.27% |
$21.6K - $24.5K
|
70.6K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 10.2% |
$385K - $438K
|
170K
$4.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-134K- 10.21% |
$3.29M - $3.74M
|
1.18M
$30M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 16.83% |
$40.6K - $46.2K
|
8.21K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.13K- 1.32% |
$101K - $115K
|
310K
$7.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-167- 0.18% |
$4.08K - $4.65K
|
95.2K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-317- 2.81% |
$7.75K - $8.82K
|
11K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356K+ 31.95% |
$8.7M - $9.9M
|
1.47M
$37.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.1KNew |
$270K - $307K
|
11.1K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 10.16% |
$132K - $150K
|
58.6K
$1.49M
|